(alphabetical by last name of the speaker; see brochure for session times)
This session will focus on the value of customer relationships and why CRM offers a unique technical advantage when having this relational information in a single database. Whether it be a simple call from your customer inquiring about an account or a detailed need that requires follow-up actions or when your institution has a desire for generating new business opportunities – This session explains why better built Relationships provide great advantages. I look forward to sharing examples of these advantages, from Marketing to Profitability to help expand your vision of CRM…Panel-The Blockchain and Faster Payments: What Bankers Need to Know Now
Professor of MIS
dbrandon@cbu.edu
cbu.edu
Don Jackson, Southern Financial Exchange
President and CEO
djackson@sfe.org
sfe.org
Beyond Bitcoin, Blockchain technology promises to revolutionize and perhaps replace business information systems. Enabled by a set of modern technologies including the internet, open-source peer-to-peer protocols, rapid digital communications, enormous computing power, and modern cryptography, blockchain-enabled platforms are being tested by the Nasdaq and other financial services firms. Coupled with the Fed’s Faster Payments Initiative and Same-Day ACH, payments systems innovations are changing banking as we know it.Join two leading experts as we learn more about the future of payments and how such technological advances will impact your bank and change our industry.
WSI
eric@poweredbywsi.com
poweredbywsi.com
It can be said that customers will more likely do business with a banker than just a bank. In order to be your customers banker, you need to have a strategy to building a solid relationship. When done right, they will get to know who you are (and what you can do for them), like the type of service and attention you provide and eventually put their trust in you taking care of their financial needs.
Trend, Fad, or Hype? A User’s Guide to New Initiatives
Owner
Faircloth Performance Partners
mark@faircloth-partners.com
faircloth-partners.com
- How to identify a true trend vs. a passing fad or simple hype
- How to assess the practicality of fitting in a new initiatve into the current culture
- Action steps to use in implementing any new project/practice.
These learning points are presented in a highly interactive case study format. Participants receive a 3-step decision map and planning tools for implementation after Bank Tech.
Four Ways Executives Can Manage Technology
Presented by Trent Fleming
Owner
Trent Fleming Consulting
Technology has found its way into every aspect of your institution. It’s no longer a “back office” only solution. The successful Executive will embrace technology, and seek to actively manage it. This session is designed to show you how: drawing on four key pillars: People, Strategy, Business Focus, and Security. Participants will leave with a better understanding of how technology can be integrated into the organization, and managed as well as any other business unit.
Fraud Prevention Through Customer Engagement
REDi Enterprise Development, Inc.
With the constant media coverage of data breaches and card fraud, consumers are keenly aware of their vulnerability. Surveys have shown that consumers have a strong desire to be involved in protecting their accounts. This session will explore best practices for customer fraud communications across delivery channels to both protect customers, reduce losses and enhance loyalty.
Cybersecurity: Is Your Bank the Cat or the Mouse?
The world is changing! Information is stored everywhere from our smartphones to the cloud. Fortunately, you have more sophisticated security tools than ever before to protect our confidential information. Unfortunately, today’s attackers are also becoming more sophisticated as they attempt to circumvent your defense mechanisms. We are stuck in a game of cat and mouse! The only question left to ask: Is your bank the cat or the mouse? We will take a look at today’s security landscape including recent breaches, attack vectors, and most importantly, methods to defend your bank’s network.
Presented by Joshua Jacobs
Co-Founder & Member of the LLC
Sawyers & Jacobs LLC
Executive Coach and Founder
Mary O’Neill & Associates
The Leadership Challenge Workshop – based on the best-selling book “The Leadership Challenge” – is about ordinary people learning to do extraordinary things! The program aims to demystify leadership development and approach it as a set of 30 measurable, learnable, and teachable behaviors.
An integral part of the workshop is the Leadership Practices Inventory (LPI). This self-scoring instrument helps individuals measure their leadership competencies and identify action steps to improve the effectiveness of their performance as leaders. During this upbeat, highly interactive program participants will be guided through the process of applying Kouzes’ and Posner’s acclaimed Five Practices of Exemplary Leadership to real-life organizational challenges.
- Model the Way
- Inspire a Shared Vision
- Challenge the Process
- Enable Others to Act
- Encourage the Heart
If you are looking for a road map to great leadership, then this workshop is for you!
Participant Performance Objectives:
As a result of participating in this program, you will be better able to:
- Better understand Kouzes’ and Posner’s Five Practices of Exemplary Leadership
- Identify your own leadership strengths and areas to improve
- Understand the importance of credibility, and living fundamental values
- Communicate and inspire others around a common vision of the future
- Apply the leadership pratices to a current practice challenge for greater problem solving and strategic planning
The New Customer
President, CEO, Partner
Financial Marketing Solutions
One of the fundamental aspects of marketing is the reality of understanding your target market. You need to know who you are trying to reach if you are going to successfully communicate your marketing message to your defined target market. However, the marketplace is always experiencing generational flux and the new generations impact the overall marketplace characteristics. This has never been more the case than with the millennial generation. The Millennial generation is bringing changes that are resonating through all demographics and creating a new customer in the marketplace. It is a customer that transcends demographic boundaries and segmentation. Therefore, we need to understand The New Customer and what is important to them no matter what age they might be. If we are going to compete moving forward, we need to understand the new landscape, the new customer and the new means by which we must communicate with them.
Does Your App Represent Your Brand?
Founder & Chief Technology Officer
Malauzai
The Quick and the Dead and What Lies Ahead: How Banks Can Survive the Future
- Should bankers worry about FinTech companies boasting to reinvent banking with disruptive technology?
- Can bankers depend on their traditional technology service providers to supply the horsepower needed to perform at a high level in the digital space?
- Can compliance and security be balanced with convenience and delivery to improve the customer experience?
Presented by Jimmy Sawyers and Joshua Jacobs
Co-Founders & Members of the LLC
Sawyers & Jacobs LLC
jsawyers@sawyersjacobs.com
jjacobs@sawyersjacobs.com
sawyersjacobs.com
Every bank is different and unique but some best practices are universal. Jimmy and Joshua wrap up Bank Tech with valuable takeaways that bankers can apply immediately to improve their operations, increase productivity, and better serve their customers. Don’t miss the next big idea that could propel your bank, and your career, to the next level.
Economic Outlook: The Economy in 2016-17
Co-Chairman
Seifried & Brew LLC
seifried@lafayette.edu
www.seifriedbrew.com
Interest rates, the stock market, a sluggish global economy and slow economic growth in the U.S. are major news headlines. Other developments including the economic impact of recent terrorist attacks, the British vote to leave the EU, and a rate freeze by the Federal Reserve are on the agenda as Dr Ed will tackle these issues and much more during his presentation. He will also discuss current economic conditions, and provide an economic forecast for both the remainder of 2016 and 2017.
(The MUST of profitability is EFFECTIVENESS)
Presented by Chuck Wilson
Banking Industry Group, Inc.
cwilson-bigi@att.net
bankingindustrygroup.net